WLCVX Mutual Fund

WLCVX Mutual Fund

NAV$25.40
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Returns Overview

1 Month
-4.68%
3 Months
+3.44%
6 Months
+12.91%
YTD
+12.39%
1 Year
+17.27%
3 Years (annualized)
+18.56%
5 Years (annualized)
+10.82%
10 Years (annualized)
+10.31%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would WLCVX have held up?
🦠COVID-19 Crash33 days
Market peak to trough during pandemic sell-off
Run Analysis
📈2022 Rate Hikes9 months
Fed aggressive rate hiking cycle bear market
PROUpgrade to run
📉2018 Q4 Selloff3 months
Trade war fears and Fed tightening
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
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1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Russell 1000 Value Total Return Index(^RLVTR)
This Mutual Fund (YTD)
+12.39%
Peer Avg (YTD)
+10.00%
vs Peers
+2.39%

WLCVX Mutual Fund Performance

WLCVX performance across multiple time periods: 1-month -4.68%, YTD 12.39%, 1-year 17.27%, 3-year 18.56%, 5-year 10.82%, 10-year 10.31%.

WLCVX returns outperform the peer average of 10.00% YTD. With an expense ratio of 1.00%, investors should weigh costs against performance when evaluating this mutual fund.

WLCVX vs another fund shows side-by-side returns. WLCVX alternatives are available in the Mutual Fund Screener.